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The financial planning process include all of the following EXCEPT:
A. assessing the cureent status of the financial markets.
B. analyzing the client's financial status.
C. monitoring the portfolio.
D. developing a policy statement
E. establishing a client-advisor relationship.
Solution
A. assessing the cureent status of the financial markets
It is not job of financial advisor to nalyse current financial markets.His job is to provide financial
planning based on clients risk profile

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